Connect With Us
Recent Posts
Podcasts
Browse all podcasts
Scott Dougan
Managing Partner
Kansas City
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
It’s official, the IRS has released the full set of 2026 tax numbers, and the changes may impact more than just your next return. Scott walks through what’s actually changed and how it may impact you and your future. The real opportunity isn’t just knowing the numbers, it’s knowing how to use them. Listen in to see how these updates can create meaningful planning advantages heading into 2026 and beyond.
Here’s what we cover in this episode:
📋 2026 Overview: What the IRS finalized
📈 Contribution Limits: More room to save
🚫 IRA Phase-Outs: Income thresholds expanded
🧾 Standard Deduction: More income shielded
⬆️ Tax Brackets: Reducing bracket creep
🎯 Tax Efficiency: Smarter retirement planning
Check out Scott’s 2026 Tax Changes PDF here: https://drive.google.com/file/d/17DkybXME97VvQQvV24nZPRhH_b6ed-ZU/view?usp=sharing
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning

Browse Resources by Category
What are you looking for?

